Printing, downloading or sharing an invoice
Print an invoice, save it as a PDF, send it to a printer or share a personal link with the customer.
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With Print you print an invoice, save it as a PDF or send it to a printer. The button is on every invoice page, including drafts. The arrow next to it opens a menu with the other options. You create a link for the customer under Sharing a personal link.
Before you start: for the printer options, a Tillor Connector must be running for your organisation. Without a connector those options are greyed out.
Printing or saving
| Option | What it does |
|---|---|
| Opens the print window of your browser. You can also use the shortcut Ctrl+P (Cmd+P on a Mac). | |
| Open in new window | Shows the PDF in a new window. |
| Download PDF | Saves the invoice as a PDF file. |
| Send to A4 printer | Sends the invoice to your connected A4 printer. |
| Send to receipt printer | Sends the invoice to your connected receipt printer. |
The two printer options are greyed out as long as no Tillor Connector is active for your organisation. How you set up printers is described under Printer.
Showing the invoice on a tablet
If there is a tablet at the desk that shows customer documents, you can have the invoice appear there. Open the three dots at the top right of the invoice page and choose Preview on iPad. For a cash payment, the same button is also in the payment window.
Sharing a personal link
For a booked invoice you can create a link that the customer can open to view the invoice and, if anything is still outstanding, pay online.
Open the actions menu
Click the three dots at the top right of the invoice page and choose Personal URL.
Share the link
Tillor copies the link to your clipboard and shows the message URL generated. Paste it into a message or email to the customer.
The actions menu contains more options. See Correcting an invoice for copying, reversing and recalculating an invoice.
What happens next?
- Printing, downloading and sending to the printer change nothing about the invoice.
- With Preview on iPad the customer sees the invoice on the tablet. The invoice timeline shows that the PDF was sent to the tablet.
- The personal link has no expiry date. The customer sees the outstanding amount there and can pay online. See Letting a customer pay online.
- Products can also print automatically on payment. See Product actions.